Forum Post: Need conditional formatting on word template dynamics 365
I have a word template for an entity. I need to display a value of a field only when a checkbox is checked. Currently the value of field is appearing everytime irrespective of the checkbox value. Could...
View ArticleForum Post: RE: CRM Creating lots of repeated Contacts.
Hi Stefan. Unfortunately there's nothing in those links that helps our situation. Thanks for posting anyway, mate.
View ArticleForum Post: RE: How to prevent the Save Functionality after clicking on Save...
Hi, Do you really need to do this by plugin? I know that with javascript this is achievable, by plugin I don't think so.... Unless you throw an exception on plugin, on pre update event (but this is not...
View ArticleForum Post: RE: How to prevent the Save Functionality after clicking on Save...
Hi, As I know you can just throw exception in Update or Create event. throw new InvalidPluginExecutionException("The record can't be saved")
View ArticleForum Post: RE: Need conditional formatting on word template dynamics 365
Hi, You need to use IF/THEN conditions in order to achieve that in Word. https://wordmvp.com/FAQs/MailMerge/MMergeIfFields.htm https://crmtipoftheday.com/716/conditional-values-in-word-templates/ Regards,
View ArticleForum Post: RE: Unable to see documents in document associated grid, however,...
I edited the post to include the screenshots.
View ArticleForum Post: RE: Error: ErrorLoadingControl on MultiSelectOptionSet
Does anyone know what's causing this? Error occured during initialization of control: MscrmControls.MultiSelectPicklist.UpdMSPicklistControl; Message: $(...).multiSelectOptionSet is not a function
View ArticleForum Post: Kingsway Web API Error : The URI segment '$ref' is invalid after...
Hello, i am getting this erro when i try to use KingswaySoft Destination component on Upsert to make the link between two entities that have a N:N relationship : The URI segment '$ref' is invalid after...
View ArticleForum Post: RE: sum invoice product field in invoice and create formula in...
Yes I want to webresource but I don't know which function does work. Please tell if it is possible for you.
View ArticleForum Post: RE: How do I get a contact's account with Web API?
Hi Partner, If your contact's accounts means below:(in Related - Commons) then you could retrieve them with...
View ArticleForum Post: RE: How to prevent the Save Functionality after clicking on Save...
You can achieve this by blocking the save (onSave javascript handler) and invoking a custom Action with a plugin attached to create the record, passing all the account fields to the Action. After the...
View ArticleForum Post: RE: How to prevent the Save Functionality after clicking on Save...
Hello, you can use this : 1- Create a javascript funtion 2- pass to it the execution context as shown below 3- Associate your function to Onsave event 4- execContext.getEventArgs().preventDefault(); //...
View ArticleForum Post: Dynamics CRM App for Outlook requires authentication after every...
Dynamics CRM app for Outlook is working perfectly for a single email. However when it comes to the next email, I then have to sign in again, via ADFS, to be able to track the next email. My Users would...
View ArticleForum Post: Add Dynamics CRM App to Microsoft App Access Panel
Hello, we are currently expanding our azure applications. Our customers are using the access panel ( https://account.activedirectory.windowsazure.com ) more and more. Is there a way to add Dynamics 365...
View ArticleForum Post: RE: Plugin to populate lookup record field on current entity.
// Register this in PRE-UPDATE of EntityA, set FILTERING ATTRIBUTES to only include "NAME" field. // UPPER-CASE STRINGS NEED TO BE REPLACED WITH THE CORRECT NAMES OF ENTITIES AND FIELDS public void...
View ArticleForum Post: Using Workflow to send email to Account Related Contacts
I Have added the following field to my account: These are Lookups to the Contacts table. So basically this company had multiple email addresses depending on what "Group" within that account need to be...
View ArticleForum Post: RE: Import error: The source data is not in the required format...
Hi, Just testing on an environment where I have my personal options formats with Decimal Symbol: , and Digit Grouping Symbol: . and the other way around on the System Settings, when exporting the...
View ArticleForum Post: RE: Create a Contact/Account Post with Web API
I'm having the same problem, also can't create a new relationship 1:N between my entity and Posts { "text": "Sample Text", "regardingobjectid_request@odata.bind": "/requests(000000000)", "type": 4,...
View ArticleForum Post: RE: Using Workflow to send email to Account Related Contacts
Hi, Are those accounts valid to send emails? There are some out of the box fields regarding communication in which you say if you want the account to allow emails, etc. Also, check if the email field...
View ArticleForum Post: When opening up CRM, it goes to an actual record no matter what I do
We are on D365 for CRM and when a certain user opens up CRM, it goes to a certain record all the time. It doesn't seem to matter what I set his default Pane and Tab to. Any ideas on how to resolve...
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